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Diversify Advisory Services, LLC

CIK
2021232
City
SANDY
State / Country
UT

Top Portfolio Positions

173 positions · $518,927,868 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

9 quarters · across all stocks

Holdings in PCB

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Shares Held

Position Value (USD)

5 quarters on record
Report Date Value (USD) Shares
2025-12-31 $249,689 11,533
2025-09-30 $242,193 11,533
2025-06-30 $241,962 11,533
2025-03-31 $215,782 11,533
2024-12-31 $233,427 11,533